See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,910 | $180,449-89.5% | $154,107-87.7% | $135,375-86.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $10,169 | $6,035+68.5% | $5,298+92.0% | $4,779+112.8% |
| Participant deferral / active EE | $7,426 | $5,806+27.9% | $5,081+46.2% | $5,609+32.4% |
| Admin fee / account holder | $592 | $16,143-96.3% | $13,411-95.6% | $10,827-94.5% |